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The videos in this course are short – usually 2-3 minutes. Many of the videos point you to a specific episode of our podcast, or one of our resources, for a more detailed discussion.
If this were a college course, then The Irresistible Consultant’s Guide to Winning Clients by David A. Fields would be the required reading. Definitely get this book. Also, I highly recommend that you register to receive the weekly blog posts from David A. Fields.
This guide is the product of over 1,000 conversations and the experience of leading 20 professional development events for independent management consultants around the world. While I can’t thank everyone who has contributed to the ideas in the guide, I want to mention a few who have been particularly helpful:
Bill Bachman, my dad, who was my patient videographer
Marsha Brockenwell, Manager of Member Services at Umbrex
Gary Chan, for sharing tips on cyber security tailored to independent consultants
Marc Feigen, noted advisor to Fortune 200 CEOs, for his guidance
Aneta Key, for contributions to the facilitator checklist
Esther Kim, for contributions to the facilitator checklist
David A. Fields, consulting guru, whose thinking is particularly important in the Strategy and Business Development sections of this Guide
Joachim Fischer, who advised me during the first years of my practice
Jonah Gruda, Tax Partner at Mazars, for guidance on accounting and tax matters
Laura Handrick, who helped project manage the effort of getting this guide online
Roger Lee, for remote IT support
Molly Leeds, for advice on health insurance
Jing Liang, Umbrex Co-Founder
Jay Martin, for permission to share his project list
Chara McGill, for guidance on bookkeeping and accounting
Kaan Oran, who edited the videos
Maureen Pritchard, for sharing templates for will & estate planning
Srikumar Rao, whose course Creativity and Personal Mastery at Columbia Business School has helped me shape my own path
Rosina Samadani, who advised me as I started my own practice in 2008
Mary Kate Scott, for advice on many topics including proposals and negotiations
Charlene Sippel, for superb administrative support
Scott Skibell, whose online course got me started with video
Naomi Soto, who runs operations at Umbrex
Brendan Steidle, who created the template for the videos
Dorene Stockman, for guidance on liability insurance
Upright, our web development team, particulary Matthew O’Sullivan and Danielle Gaglioti
Matt Weill, for contract templates and legal advice
Mark Williams, aka “Mr. LinkedIn,” for his advice on using LinkedIn effectively
And most importantly, Umbrex Co-Founder and Managing Partner Margarita Soto, whose guidance has informed each day of my journey as a consultant.